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Geneos Wealth Management’s Coherent COHR Stock Holding History

Geneos Wealth Management’s Portfolio COHR Stock Details COHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Sell
4,773
-6,205
-57% -$2.19M 0.04% 391
2026
Q1 		$2.62M Buy
10,978
+89
+0.8% +$20.4K 0.06% 320
2025
Q4 		$2.01M Buy
10,889
+434
+4% +$64.9K 0.05% 352
2025
Q3 		$1.13M Sell
10,455
-607
-5% -$60.5K 0.03% 459
2025
Q2 		$987K Buy
11,062
+316
+3% +$22.7K 0.02% 536
2025
Q1 		$698K Buy
10,746
+10,695
+20,971% +$886K 0.02% 528
2024
Q4 		$4.83K Buy
+51
New +$5.1K ﹤0.01% 2344
2021
Q2 		– Sell
-88
Closed -$5K – 2893
2021
Q1 		$5K Buy
88
+13
+17% +$1.07K ﹤0.01% 2636
2020
Q4 		$5K Buy
+75
New +$4.44K ﹤0.01% 2455
2020
Q2 		– Sell
-152
Closed -$4K – 2569
2020
Q1 		$4K Sell
152
-375
-71% -$12.2K ﹤0.01% 2087
2019
Q4 		$17K Buy
527
+227
+76% +$7.24K ﹤0.01% 1749
2019
Q3 		$10K Buy
300
+200
+200% +$7.62K ﹤0.01% 1881
2019
Q2 		$3K Buy
+100
New +$3.65K ﹤0.01% 2210
2017
Q3 		– Sell
-680
Closed -$23K – 2117
2017
Q2 		$23K Hold
680
– – ﹤0.01% 1219
2017
Q1 		$24K Hold
680
– – ﹤0.01% 1171
2016
Q4 		$20K Hold
680
– – ﹤0.01% 1179
2016
Q3 		$16K Hold
680
– – ﹤0.01% 1202
2016
Q2 		$12K Hold
680
– – ﹤0.01% 1269
2016
Q1 		$14K Buy
+680
New +$13.5K ﹤0.01% 1188

Other funds holding COHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NC
Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geneos Wealth Management's COHR Position: Q2 2026 in Review

Geneos Wealth Management reduced its Coherent (COHR) stake by 57% in Q2 2026, selling an estimated $2.19M and leaving 4,773 shares worth $1.88M. The position accounts for 0.04% of the portfolio, ranked #391.

Geneos Wealth Management first reported a position in COHR in Q1 2016 and has held it in 19 quarters since. The position peaked at $2.62M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Geneos Wealth Management held 4,773 shares of Coherent worth $1.88M as of Q2 2026.
  • Geneos Wealth Management sold 6,205 Coherent shares in Q2 2026, an estimated $2.19M.
  • Coherent made up 0.04% of Geneos Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Geneos Wealth Management first reported a position in Coherent in Q1 2016 and has held it in 19 quarters since.
  • Geneos Wealth Management's Coherent position peaked at $2.62M in Q1 2026.
  • 1,313 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.